Heartland Retail POS: How do I redeem customer rewards during an in-store sale? 

How do I redeem customer rewards during an in-store sale using Heartland Retail POS?

To redeem customer rewards during an in-store sale using Heartland Retail POS, add the customer to the sale, click Show Rewards, and select Redeem next to the reward or email discount you want to apply. The discount is automatically added to the sale total, and loyalty points are earned on the post-discount amount.

How do I redeem customer rewards?

You can redeem available loyalty rewards and email discounts easily from the sales screen.

1. Add the customer's products that they want to buy to the sale, then click Add customer

2. Add your customer to the sale by searching for them by name or email address

3. Click the Customer's ID to add them to the current sale

4. Click the Show Rewards button at the bottom of the sales screen

This opens the customer's loyalty profile, where you can view any loyalty rewards or email discounts they have available.

📝 Note: The customer's profile must include a valid email address to open the loyalty profile and access the Show Rewards button. Marsello uses the email address as a unique customer identifier.

5. Click Redeem next to the discount title to add it to the sale.

6. The discount will then automatically be added to the sale.

When a customer redeems a discount as part of their order:

• If they used a loyalty reward: the reward's loyalty points cost will be deducted from their points balance, and the discount will be applied to the sale.

OR

• If they used an email discount: the discount code will be removed from their account to prevent further use.

7. Complete the sale. Upon completing the sale, customers will earn loyalty points based on their new order total, excluding the discount amount.